Financial Guidance Group, Inc. J P Morgan Exchange Traded Fd Transaction History
Financial Guidance Group, Inc.
- $164 Million
- Q1 2025
A detailed history of Financial Guidance Group, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Financial Guidance Group, Inc. holds 202,325 shares of JEPI stock, worth $11.1 Million. This represents 7.03% of its overall portfolio holdings.
Number of Shares
202,325
Previous 194,176
4.2%
Holding current value
$11.1 Million
Previous $11.2 Million
3.49%
% of portfolio
7.03%
Previous 6.87%
Shares
10 transactions
Others Institutions Holding JEPI
# of Institutions
1,343Shares Held
312MCall Options Held
179KPut Options Held
309K-
Morgan Stanley New York, NY41.5MShares$2.28 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.72 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.7MShares$1.14 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$800 Million0.19% of portfolio
-
Ubs Group Ag7.67MShares$422 Million0.08% of portfolio